Cancel a pending submission, link an actual transaction, mark the order paid, or void it.

Creates a purchase order, optionally with line items.

Finds a contact (vendor, crew, company) by name, company or email. Pair with Create Contact for find-or-create.

Finds purchase orders by number, status, vendor or project.

Fetches the line-item detail of a project budget (account code, name, and per-phase base/fringe/total) — the breakdown behind the topsheet, e.g. for a full budget export to Google Sheets.

Fetches the structured data parsed from an uploaded document — vendor, amount, date and line items — to auto-fill a transaction from a receipt or invoice.

Upload an image and send a message or question about it. Powered by Chat Completions API.

Generate an analysis of the overall sentiment of a block of text. Powered by Chat Completions API.

Classifies if text is potentially harmful.

(Recommended) Send a chat to OpenAI, optionally storing messages for continuous conversation. This enhanced action can also help with web search, file search, and advanced tooling such as MCP. Powered by Responses API.

Creates a new image by editing an existing image with a prompt.

Create a new video generation job using Sora. Returns a video job ID that can be used to check the render status.

(Recommended) Improved structured data extraction with better formatting options and more reliable schema adherence. Powered by Responses API.

Sends a prompt to OpenAI and generates a completion.

Converts a given text to speech.

Writes the content of an email based on your provided prompt for use in a subsequent step.

Find a conversation for native OpenAI conversation management.

Find a stored Responses API result by response ID for audit trails and debugging.

This best matches a query string (like "big animal") to a list of document strings (like "mouse", "cat", "buffalo", and "blue whale").

Triggers when a specific document is updated.

Creates a new doc based on an existing one and can replace any placeholder variables found in your template doc, like {{name}}, {{email}}, etc.

Find and replace text in a Google Doc with case sensitivity support.

Insert an image at a specific position in a Google Doc.

Create a new document from text. Also supports limited HTML.

Update document properties like background color, margins, and page settings in a Google Doc.

Search for a specific document by name.

Retrieves the full content and metadata of a Google Doc by ID.

Finds or creates a specific document.

Creates a contact (vendor, crew member, company) in the workspace. Pair with Find Contact for find-or-create.

Creates a manual transaction in a project.

Finds a document by project, name or status.

Finds transactions (actuals) across the workspace (or a single project) by source, type, status, contact, budget line, date range, amount range or free text.

Fetches a project budget topsheet: engine-computed totals (base, fringe, total) per phase — e.g. for a scheduled sync of actuals and estimates into Google Sheets.

(Recommended) Upload an image(s) and send a message or question about it. Powered by Responses API.

(Recommended) Summarize, classify, and analyze text. Powered by Responses API.

Sends a Chat to OpenAI and generates a Completion, optionally storing messages as we do. Powered by Chat Completions API.

Classify your text into one of your provided categories. Powered by Chat Completions API.

Generate vector embeddings for text input.

Creates a new transcription, using Whisper, from an audio or video file.

Sends unstructured text and returns structured data using OpenAI's "Function Calling" capability. Powered by Chat Completions API.

Generates an image using a relevant OpenAI model.

Enter a block of text and generate a summary. Powered by Chat Completions API.

Creates a new translation.

This is an advanced action which makes a raw HTTP request that includes this integration's authentication.

Finds a file by filename.

Retrieve the status and details of a video generation job created with Sora. Use this to check if a video is ready for download.

Find or Create file

Triggers when a new document is added to a specific folder (but not its subfolders).

Appends text to an existing document.

Copy an already-existing file from another service to Docs. Will convert the file to Google Doc format if possible.

Format text in a Google Doc with bold, italic, colors, links, and other styling options.

Insert text at a specific position in a Google Doc.

Replace an existing image in a Google Doc with a new one.

This is an advanced action which makes a raw HTTP request that includes this integration's authentication.

Find text in a Google Doc and return its start and end position indexes. Use with Format Text to apply formatting or links to specific text.

Retrieves the full content and metadata of a Google Doc with tabs information by ID.